Loring Wolcott & Coolidge Fiduciary Advisors’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,000
| Closed | -$76.1K | – | 533 |
|
|
2025
Q2 | $76.1K | Hold |
3,000
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $76.1K | Hold |
3,000
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $83.5K | Hold |
3,000
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $72K | Hold |
3,000
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $82.1K | Sell |
3,000
-13,512
| -82% | -$375K | ﹤0.01% | 353 |
|
|
2024
Q1 | $461K | Hold |
16,512
| – | – | ﹤0.01% | 202 |
|
|
2023
Q4 | $411K | Hold |
16,512
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $463K | Sell |
16,512
-3,390
| -17% | -$92.4K | 0.01% | 201 |
|
|
2023
Q2 | $504K | Buy |
19,902
+16,902
| +563% | +$420K | 0.01% | 206 |
|
|
2023
Q1 | $73.6K | Hold |
3,000
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $73.7K | Hold |
3,000
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $78K | Hold |
3,000
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $77K | Hold |
3,000
| – | – | ﹤0.01% | 384 |
|
|
2022
Q1 | $81K | Sell |
3,000
-5,385
| -64% | -$126K | ﹤0.01% | 405 |
|
|
2021
Q4 | $159K | Buy |
8,385
+3,000
| +56% | +$62.6K | ﹤0.01% | 340 |
|
|
2021
Q3 | $117K | Hold |
5,385
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $94K | Buy |
+5,385
| New | +$91.6K | ﹤0.01% | 407 |
|
|
2021
Q1 | – | Sell |
-5,385
| Closed | -$88K | – | 396 |
|
|
2020
Q4 | $88K | Hold |
5,385
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $93K | Hold |
5,385
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $93K | Hold |
5,385
| – | – | ﹤0.01% | 315 |
|
|
2020
Q1 | $93K | Hold |
5,385
| – | – | ﹤0.01% | 300 |
|
|
2019
Q4 | $94K | Hold |
5,385
| – | – | ﹤0.01% | 353 |
|
|
2019
Q3 | $95K | Hold |
5,385
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $124K | Hold |
5,385
| – | – | ﹤0.01% | 315 |
|
|
2019
Q1 | $141K | Sell |
5,385
-1,015
| -16% | -$25.5K | ﹤0.01% | 288 |
|
|
2018
Q4 | $143K | Hold |
6,400
| – | – | ﹤0.01% | 283 |
|
|
2018
Q3 | $144K | Sell |
6,400
-72
| -1% | -$1.68K | ﹤0.01% | 302 |
|
|
2018
Q2 | $154K | Hold |
6,472
| – | – | ﹤0.01% | 296 |
|
|
2018
Q1 | $155K | Hold |
6,472
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $185K | Hold |
6,472
| – | – | ﹤0.01% | 292 |
|
|
2017
Q3 | $173K | Buy |
6,472
+72
| +1% | +$1.83K | ﹤0.01% | 292 |
|
|
2017
Q2 | $159K | Hold |
6,400
| – | – | ﹤0.01% | 295 |
|
|
2017
Q1 | $153K | Hold |
6,400
| – | – | ﹤0.01% | 300 |
|
|
2016
Q4 | $150K | Hold |
6,400
| – | – | ﹤0.01% | 296 |
|
|
2016
Q3 | $165K | Hold |
6,400
| – | – | ﹤0.01% | 282 |
|
|
2016
Q2 | $165K | Hold |
6,400
| – | – | ﹤0.01% | 272 |
|
|
2016
Q1 | $145K | Hold |
6,400
| – | – | ﹤0.01% | 277 |
|
|
2015
Q4 | $113K | Buy |
+6,400
| New | +$128K | ﹤0.01% | 331 |
|
Other funds holding CTRA
DSA
Loring Wolcott & Coolidge Fiduciary Advisors's CTRA Position: Q3 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Coterra Energy (CTRA) in Q3 2025, closing a stake of 3,000 shares — an estimated $76.1K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CTRA in Q4 2015 and held it in 38 quarters. The position peaked at $504K in Q2 2023. 875 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Coterra Energy position as of Q3 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 3,000 Coterra Energy shares in Q3 2025, an estimated $76.1K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coterra Energy in Q4 2015 and held it in 38 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Coterra Energy position peaked at $504K in Q2 2023.
- 875 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.